UTI vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2193 Cr | ₹2921 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Oct 2014 | 10 Aug 2023 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 24% | % |
Expense Ratio | 2.04 | 1.96 |
Manager | Ritika Behera | Sachin Trivedi |
ISIN Code | INF194KA1UE8 | INF789F1AYT7 |
Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Month | 2.99% | 3.7% |
6 Month | 3.29% | 5.36% |
1 Year | 9.38% | 11.81% |
3 Year | 12.73% | - |
5 Year | 13.42% | - |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
6 Month | 3.58% | 4.93% |
1 Year | 6.32% | 10% |
3 Year | 11.84% | - |
5 Year | 10.45% | - |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Year | 9.02% | 18.51% |
3 Year | 8.54% | - |
5 Year | 8.78% | - |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Standard Deviation | 7.606% | - |
Sharp | 0.199% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Name | Ritika Behera | Sachin Trivedi |
Total AUM | ₹43013 Cr | ₹7301 Cr |
Funds Managed | 19 | 3 |
BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 16.93 | 33.97 |
Large Cap | 63.97 | 57.94 |
Small Cap | 11.1 | 3.06 |
Mid Cap | 8 | 5.03 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 16.17 | 33.97 |
Communication Services | 4.98 | 4.72 |
Energy | 3.15 | 3.89 |
Technology | 12.95 | 7.9 |
Financial Services | 25.51 | 23.86 |
Basic Materials | 6.1 | 4.18 |
Industrials | 4.74 | 3.95 |
Consumer Cyclical | 9.51 | 7.55 |
Consumer Defensive | 6.86 | 5.41 |
Healthcare | 7.43 | 2.41 |
Utilities | 1.15 | 1.98 |
Real Estate | 1.46 | 0.2 |
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